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Who We Are

At Base Wealth Management, we are fiduciaries who offer comprehensive financial planning and investment management services — to those who are serious about their financial future — as a means of building wealth, increasing peace of mind, and creating more freedom in the lives of our clients.

Dan DiLascia

Principal, Financial Advisor

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Sean Koscho

Financial Advisor

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Kyle Howell

Financial Advisor

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Josh Pisa, CPA

Josh Pisa, CPA, EA

Wealth Advisor

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Alex Wolfe, CFP®

Head of Financial Planning​

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Suzy Wilbert

Onboarding Specialist

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Kathie

Administrative Assistant

Nuala Leonard

Operations Manager

Christine Ward

Tax Manager

Dustin Taylor

Marketing Specialist

Base Wealth Management is the foundation to your financial plan

Over the years, we’ve helped CEOs, executives, business professionals, athletes, firefighters, police officers and dozens of other folks from all walks of life make the most of their retirement. When done right, financial planning is about more than just money. It’s about integrity and building relationships – and those things are free.

Base Wealth’s principles are deeply rooted in empathy, kindness, authenticity, honesty and performance. Our aim is to serve as an integral advocate and partner to help our clients lay out the very best financial path for themselves.

For those who are ready, we’re here to help clear your path forward, and then walk with you every step of the way.

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Base Wealth Management is a fee-based financial planning firm that puts client interests first and offers total transparency with fees, services and philosophies.

Headquarters

7301 Merchant Ct
Lakewood Ranch, FL 34240
(941) 203-6040

Email Us

info@BaseWealthManagement.com

Disclosures

BASE WEALTH MANAGEMENT is able to offer advisory services in all 50 states. Base Wealth Management renders individualized responses to persons in a particular state only after complying with the applicable SEC and state regulatory requirements, or pursuant to applicable exemptions or exclusions.

Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.

BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.

BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current (“Brochure” and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

Click here for our latest Client Relationship Summary Document.

Click here for a list of full disclosures.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

https://adviserinfo.sec.gov

© Copyright 2024.
Crafted by VOOV Advisor Consulting.
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Choose your advisor

Dan DiLascia

Sean Koscho

Kyle
Howell

Josh Pisa, CPA

Josh
Pisa

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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-The Base Wealth Team